Who We Are

Matco Financial simplifies the investment world for clients, preserving and growing their capital.

Exceptional investment solutions

We serve a range of clients from individuals, families, foundations to trusts and not-for-profit organizations – understanding their needs and providing them with exceptional investment solutions.

Our boutique investment firm has four service offerings:

We’ve got skin in the game

Financial advisor and clientsOur team strongly believes in being aligned with clients through personal investments in the funds we manage and through firm ownership.  We communicate clearly and concisely and provide timely insights regarding the investment world. Our professionals have designations such as Chartered Financial Analyst, Chartered Financial Planner, Trust and Estate Planner, Chartered Investment Manager and Masters of Business Administration.

We have been in business since 2006 and today steward investments for over 450 individuals, families, and institutions.

We are proud of our 97% client retention rate and are honoured that over 90% of our new clients come from referrals from existing clients who have trusted us for years with their nest egg.

Our teamOur PhilosophyOur Story

Talk with us

Our doors are always open for new clients to discover us, we encourage you to reach out today to make a connection.

Confident woman holding mobile phone

Get Matco
Market Insights

delivered to your inbox once a month